Outsourced
Family Office
Catamaran Family Office is an independent, internationally focused outsourced family office supporting principals and families with substantial private wealth, complex cross-border interests and assets held in multiple jurisdictions.
We work directly with principals and authorised family members, or alongside the client’s existing infrastructure, including a single-family office, private office, investment team, legal function and established network of trusted advisers.
Our role is to provide a consolidated view of the family’s wealth, bring consistency to decision-making and maintain discreet oversight of implementation across asset classes, ownership structures and jurisdictions. Each mandate is shaped around the family’s values, governance arrangements, succession objectives and long-term priorities.
We do not seek to replace trusted advisers. We coordinate their work in the interests of the principal and the family, identify gaps, interdependencies and potential conflicts of interest, provide an independent perspective and oversee the implementation of agreed decisions.
For specialist assignments, we can draw upon a global network of 4,500 vetted senior professionals and subject-matter experts across 50 countries. Each specialist is selected according to the relevant jurisdiction, sector and complexity of the mandate.
Where legal, tax, investment management, fiduciary or other regulated services are required, they are provided by appropriately authorised professionals in the relevant jurisdiction. Catamaran Family Office acts as the family’s independent strategic coordinator and implementation overseer.
ONE PRINCIPAL. ONE FRAMEWORK. COMPLETE OVERSIGHT OF EXECUTION.
FAMILY OFFICE ARCHITECTURE
- Establishment, restructuring and development of single-family and multi-family office arrangements in the UK and other relevant jurisdictions
- Design of private wealth governance frameworks, operating models, delegated-authority structures and decision-making protocols
- Coordination of private banks, investment managers, solicitors, tax advisers, fiduciaries and other professional service providers
- Succession planning, intergenerational wealth transfer, family governance and development of family constitutions
- Selection, independent assessment and coordination of key executives, trusted advisers and external providers
- Integration of UK and international legal, corporate and fiduciary arrangements into the family’s wider ownership and governance framework
STRATEGIC AND PROFESSIONAL COORDINATION
- Cross-border ownership structuring and coordination of compliance, anti-money laundering, Know Your Customer, tax residence and source-of-wealth requirements
- Alignment of legal, tax and regulatory positions across the UK and other relevant jurisdictions
- Outsourced finance director and CFO support, including consolidated reporting, cash-flow and liquidity planning, budgeting and financial controls
- External investment office and CIO support, including portfolio analysis, manager selection, investment due diligence and ongoing risk oversight
- Coordination of international acquisitions, disposals, corporate reorganisations, financing arrangements and exit strategies
- Coordination of private banks, corporate and fiduciary service providers, solicitors, tax advisers and other regulated professionals
INDEPENDENT PRIVATE WEALTH OVERSIGHT
- Consolidated oversight of global assets, liabilities, ownership arrangements and cash flows
- Independent monitoring of private banks, investment managers, custodians and external service providers
- Coordination of confidentiality, data protection, cybersecurity and operational risk controls across the family’s ecosystem
- Oversight of international property, yachts, private aircraft, art, collectables and other lifestyle assets
- Coordination of family mobility, residence, relocation and related private-office requirements
- Consolidated reporting on portfolio performance, exposures, liquidity and risk for the family and its authorised representatives
ASSET STRUCTURING AND ADMINISTRATION
- Design and coordination of cross-border ownership arrangements for private, business and investment assets
- Coordination of the establishment and administration of trusts, foundations, holding companies, special-purpose vehicles and other appropriate structures
- Coordination and oversight of bespoke, globally diversified portfolios across public markets, private markets, property, digital assets and other asset classes
- Oversight of complex, mobile and illiquid assets held in multiple jurisdictions
- Consolidated reporting on global assets, liabilities, cash flows, performance and risk
- Independent oversight of banks, investment managers, custodians, administrators and other external providers